TREETOP WEALTH MANAGEMENT, LLC

NORTHFIELD, Illinois·3 registered advisors·CRD# 155013
SEC# 801-1214650847-386-6707
01

Firm Overview

AUM
$160M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Commissions
03

Specialties

Financial PlanningInvestment Management
04

Advisors at TREETOP WEALTH MANAGEMENT, LLC

3 registered advisors
David John Pedley
NORTHFIELD, Illinois
Kevin Michael Yeoman
NORTHFIELD, Illinois
Patrick Ryan Nord
NORTHFIELD, Illinois
05

Office Locations

NORTHFIELD, Illinois
3 advisors

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Data sourced from SEC Form ADV filings. TREETOP WEALTH MANAGEMENT, LLC (CRD# 155013) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.